QRG - CRM IQ - Editing and Adding Call Trees in CRM IQ
This QRG will cover how to navigate to call trees, how to make edits, and how to add a new call tree in CRM IQ.
1. When selecting roles, select Voyager 8 CRM IQ - Admin. If you do not select this role, then the tracking and routing menu will not be available.
2. From top ribbon, select the More drop down, select Communications, and select Tracking & Routing.
3. By default, you will land on the Lead Tracking Source tab. Select Call Trees to be brought to the Call Trees area.
4. From this area, if you have an existing call tree, you will be able to select the pencil icon to make edits to the call tree. Any changes that are made can be saved by using the Save button.
Adding a New Call Tree
1. To add a new call tree, select Add Call Tree.
2. Fill in details such as the name, callout display number, and how many times you'd like the call tree to repeat the call to a person before moving onto the next. You can select 1 - 4 times. Once all details are set, select Save to proceed to the next page.
3. The final step is to add in the technician details into the call tree. You are also able to add other Team Members such as the Community Leader, Regional Leader, etc. A phone number and email will be required. Once all information has been added, select Save to complete adding a new call tree.